Global X MLP ETFMLPAETF

13F holders, Q1 2025 (March 31)
231holders +11
28new positions
16sold out
4famous investors
$53.19avg. 13F price*

At the end of Q1 2025, 231 institutions reported holding Global X MLP ETF (MLPA) in their 13F filings, up 11 from Q4 2024. 28 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($221.7M), Creative Planning ($103.8M) and Bank of America Corp. ($61.1M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Global X MLP ETF
CUSIP
37954Y343
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 214Q1 2024Q2 2024: 215Q2 2024Q3 2024: 204Q3 2024Q4 2024: 220Q4 2024Q1 2025: 231Q1 2025Q2 2025: 226Q2 2025Q3 2025: 226Q3 2025Q4 2025: 235Q4 2025Q1 2026: 244Q1 2026Q2 2026: 248Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions28$18.1M
Exits16$2.2M

All 13F filers, Q4 2024 → Q1 2025: 2,106,117 shares bought and 402,049 shares sold, net +1,704,068 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 231 holders

Morgan Stanley 0.02% Add +11.0% 4,164,236 $221.7M
Creative Planning 0.10% Reduce -1.8% 1,949,370 $103.8M
Bank of America Corp. 0.01% Add +2.1% 1,147,205 $61.1M
UBS Group AG 0.01% Add +15.0% 1,094,966 $58.3M
Wells Fargo & Company 0.01% Add +7.6% 1,092,488 $58.2M
LPL Financial LLC 0.02% Add +15.9% 885,205 $47.1M
Raymond James Financial Inc. 0.02% Add +9.7% 751,173 $40.0M
Envestnet Asset Management Inc. 0.01% Reduce -2.8% 477,560 $25.4M
Evergreen Capital Management LLC 0.85% Reduce -5.0% 473,562 $25.2M
Gradient Investments LLC 0.46% Add +4.0% 430,352 $22.9M
Cetera Investment Advisers 0.04% Add +4.0% 374,434 $19.9M
Madrid Financial Services 12.48% Reduce -20.1% 321,960 $17.1M
Rockefeller Capital Management L.P. 0.04% Reduce -0.3% 313,861 $16.7M
Royal Bank of Canada 0.00% Add +8.7% 270,212 $14.4M
Columbus Macro, LLC 1.83% Add +4.2% 260,561 $13.9M
Advisors Management Group Inc. 2.90% Add +2.3% 250,379 $13.3M
Tectonic Advisors LLC 0.83% Add +7.6% 249,364 $13.3M
Jaffetilchin Investment Partners, LLC 0.87% Add +3801.3% 225,106 $12.0M
Madison Asset Management, LLC 0.13% Add +20.3% 217,710 $11.6M
Wealth Enhancement Advisory Services, LLC 0.02% Add +12.5% 212,275 $11.3M
Barry Investment Advisors, LLC 2.58% Add +4.3% 182,522 $9.7M
Legacy Wealth Asset Management, LLC 2.52% Add +2.1% 171,016 $9.1M
RFG Advisory, LLC 0.24% Add +5.6% 167,122 $8.9M
Capital Advisors Wealth Management, LLC 1.23% Add +494.7% 130,429 $6.9M
Almanack Investment Partners, LLC. 1.29% Add +2.3% 122,727 $6.5M
MBL Wealth, LLC 0.63% Reduce -2.3% 116,778 $6.2M
Stephens Inc. 0.08% Add +5.2% 108,731 $5.8M
Cascade Financial Partners, LLC 0.71% Reduce -1.8% 106,182 $5.7M
Comerica Bank 0.02% Add +2.0% 98,291 $5.2M
Assetmark, Inc. 0.01% Add +222165.9% 97,797 $5.2M
Sonora Investment Management Group, LLC 0.41% Add +18.3% 96,399 $5.1M
Private Advisor Group, LLC 0.03% Add +186.7% 95,919 $5.1M
Sei Investments Co. 0.01% Add +14.3% 94,209 $5.0M
Matrix Private Capital Group LLC 2.86% Add +0.1% 89,869 $4.8M
NewEdge Advisors, LLC 0.03% Add +8.6% 82,220 $4.4M
Pinnacle Associates Ltd. 0.06% Add +0.8% 82,012 $4.4M
D.A. Davidson & Co. 0.03% Add +26.6% 78,493 $4.2M
Ashton Thomas Private Wealth, LLC 0.15% Reduce -10.4% 72,326 $3.8M
Stifel Financial Corp. 0.00% Reduce -14.8% 67,549 $3.6M
Advisors Asset Management, Inc. 0.07% Add +104.0% 66,605 $3.5M
Ameriprise Financial Inc. 0.00% Add +42.6% 66,465 $3.5M
Trivium Point Advisory, LLC 0.43% Add +6.1% 65,615 $3.5M
Pekin Hardy Strauss, Inc. 0.42% Add +6.1% 64,464 $3.4M
Ethos Financial Group, LLC 0.32% No change 66,731 $3.3M
Advisory Services Network, LLC 0.06% Add +10.3% 59,629 $3.2M
Tradewinds Capital Management, LLC 0.82% New 57,804 $3.1M
Beacon Pointe Advisors, LLC 0.03% Add +7.2% 57,491 $3.1M
HighTower Advisors, LLC 0.00% Reduce -4.1% 56,687 $3.0M
Sykon Capital LLC 1.10% Reduce -4.5% 54,237 $2.9M
Guild Investment Management, Inc. 2.89% Reduce -1.0% 51,610 $2.7M
Attessa Capital LLC 1.74% Reduce -1.2% 50,065 $2.7M
Beck Capital Management, LLC 0.73% Add +1.0% 46,380 $2.5M
Whalen Wealth Management Inc. 1.59% Reduce -25.8% 44,869 $2.4M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -8.7% 43,191 $2.3M
Black Swift Group, LLC 0.52% Reduce -1.1% 42,800 $2.3M
Strong Tower Advisory Services 0.52% Add +12.8% 43,642 $2.1M
AlphaCore Capital LLC 0.17% New 38,600 $2.1M
Tocqueville Asset Management L.P. 0.03% Reduce -0.0% 37,904 $2.0M
Global Wealth Management Investment Advisory, Inc. 0.40% Add +4.0% 37,720 $2.0M
Thor Investment Management Inc. /Oh/ 1.46% Add +0.1% 37,301 $2.0M
Financial Advocates Investment Management 0.14% Add +0.4% 36,589 $1.9M
Equitable Holdings, Inc. 0.02% Add +156.4% 36,505 $1.9M
Cerity Partners LLC 0.00% Reduce -14.2% 35,332 $1.9M
Osaic Holdings, Inc. 0.00% Add +12.8% 35,019 $1.9M
Belpointe Asset Management LLC 0.10% New 34,787 $1.9M
Charles Schwab Trust Co 0.15% New 32,621 $1.7M
Advisory Alpha, LLC 0.06% Reduce -12.8% 32,509 $1.7M
Mariner, LLC 0.00% Add +57.7% 32,468 $1.7M
Naviter Wealth, LLC 0.20% No change 30,144 $1.6M
Principia Wealth Advisory, LLC 1.51% Reduce -50.6% 32,423 $1.6M
Empowered Funds, LLC 0.02% New 29,213 $1.6M
Moneco Advisors, LLC 0.16% Add +287.0% 29,200 $1.6M
Commonwealth Equity Services, LLC 0.00% Add +6.3% 28,401 $1.5M
Blair William & Co. 0.00% Reduce -3.8% 27,774 $1.5M
Truist Financial Corp. 0.00% New 25,118 $1.3M
Stratos Wealth Partners, LTD. 0.02% Reduce -5.6% 23,898 $1.3M
Independent Financial Group, LLC 0.04% No change 23,464 $1.2M
Focus Partners Wealth 0.00% Reduce -5.6% 22,731 $1.2M
Atria Wealth Solutions, Inc. 0.01% Reduce -4.0% 22,665 $1.2M
Americana Partners, LLC 0.05% Add +9.1% 22,317 $1.2M
Wealthfront Advisers LLC 0.00% Add +9.0% 22,049 $1.2M
Collaborative Wealth Managment Inc. 0.53% No change 21,357 $1.1M
Renaissance Technologies 0.00% New 21,000 $1.1M
Silver Oak Securities, Incorporated 0.10% Add +40.3% 20,019 $1.1M
Lido Advisors, LLC 0.01% Reduce -3.2% 20,030 $1.1M
Harbour Investments, Inc. 0.03% Add +2.3% 20,027 $1.1M
Ausdal Financial Partners, Inc. 0.08% Add +29.1% 19,976 $1.1M
Wiser Advisor Group LLC 1.56% Add +47.9% 19,825 $1.1M
J.W. Cole Advisors, Inc. 0.03% Add +29.1% 19,816 $1.1M
Jones Financial Companies LLLP 0.00% Add +23.9% 18,815 $1.0M
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -7.6% 18,300 $979K
LYNX Capital Group Ltd. 0.50% Add +0.3% 18,326 $976K
Rockland Trust Co. 0.04% Reduce -25.9% 16,614 $884K
Pension & Wealth Management Advisors, Inc. 0.33% Add +0.9% 16,611 $884K
LGL Partners, LLC 0.43% Add +1.8% 16,566 $882K
Burk Holdings LLC 0.64% Add +3.5% 15,831 $843K
Sigma Planning Corp 0.03% Reduce -0.6% 15,704 $836K
Inscription Capital, LLC 0.13% — 16,733 $807K
Apollon Wealth Management, LLC 0.02% Reduce -4.9% 15,035 $800K
Farther Finance Advisors, LLC 0.02% Reduce -7.3% 14,850 $799K

"% of holder's portfolio" is MLPA's weight in each manager's 13F, not the share of Global X MLP ETF the manager owns.

Show all 231 holders